Glass Jacobson Financial Group

Glass Jacobson Financial Group (CRD# 120141) is a financial advisory firm headquartered in Owings Mills, MD. They manage $401,069,562 in 1,131 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    401
    MILLION
  • Total Number of Accounts
    1,131
    ACCOUNTS
  • Average Account Value
    $354,615
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MA, MD, NJ, NY, PA, VA, WV

Financial Advisors at Glass Jacobson Financial Group
Showing 1 - 10 of 16 top financial advisors.
1
Steven G. Albert
CRD#: 5117252
Owings Mills, MD 21117

Steven Albert (CRD# 5117252) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 13 years of experience in the finance industry.

2
Michael W. Cohen
CRD#: 2828880
Owings Mills, MD 21117

Michael Cohen (CRD# 2828880) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 20 years of experience in the finance industry.

3
Michael K. Creamer
CRD#: 2930699
Rockville, MD 20850

Michael Creamer (CRD# 2930699) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Rockville, MD and has over 22 years of experience in the finance industry. Michael Creamer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jonathan S. Dinkins
CRD#: 2534809
Owings Mills, MD 21117

Jonathan Dinkins (CRD# 2534809) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 24 years of experience in the finance industry.

5
Jonathan S. Dinkins
CRD#: 5126688
Owings Mills, MD 21117

Jonathan Dinkins (CRD# 5126688) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 7 years of experience in the finance industry.

6
Barry S. Glass
CRD#: 5251365
Owings Mills, MD 21117

Barry Glass (CRD# 5251365) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 13 years of experience in the finance industry.

7
Larry S. Goldberg
CRD#: 5251363
Owings Mills, MD 21117

Larry Goldberg (CRD# 5251363) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 13 years of experience in the finance industry.

8
Edward J. Jacobson
CRD#: 3099582
Owings Mills, MD 21117

Edward Jacobson (CRD# 3099582) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 21 years of experience in the finance industry.

9
Avraham A. Levitan
CRD#: 6600632
Owings Mills, MD 21117

Avraham Levitan (CRD# 6600632) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 3 years of experience in the finance industry.

10
Pamela A. McGinnis
CRD#: 6611150
Owings Mills, MD 21117

Pamela McGinnis (CRD# 6611150) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 3 years of experience in the finance industry.

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